Pre–Retirement Support
As IUPUI faculty, there are many resources available to aid your retirement planning. You will need to talk to a representative of the company in which you have invested your retirement contributions. The investment companies that have been approved by Indiana University under the retirement plans are:
TIAA-CREF
730 Third Avenue
New York, NY 10017
800-842-2776
Fidelity Investments
82 Devonshire Street
Boston, MA 02109
800-343-0860
overseas: 877-343-0860
If you are retiring under the 18/20 early retirement plan, you will also need to contact University Human Resource Services at retplans@indiana.edu, or to 812-855-9052.
Retirees with IU Retiree Status
IU Tuition Benefit (formerly Fee Courtesy)
Retiree status (how to determine)
All Retirees
COBRA (continuation of health care coverage)
Other Health Plan Options (Non-IU Sponsored Plans)
Participant Rights and Responsibilities Upon Transfer or Termination
Important Federal Prescription Notice
Additionally, Indiana University now offers a Phased Retirement Program - The IU Retirement Plan has been amended to allow certain tenured faculty the option of withdrawing retirement accumulations prior to separating from the University. This provision for early withdrawals of retirement accumulations is part of a Phased Retirement program that provides eligible tenured faculty the option of reducing teaching and research effort prior to entering full retirement.
During Phased Retirement, a tenured faculty member would remain in their full-time position while taking a partial leave-without-pay (LWOP), with continued participation in medical, dental, and other benefits.
Phased Retirement is a valuable option for tenured faculty who want to reduce their work load and ease into retirement. Departments benefit from a Phased Retirement arrangement by obtaining a specific retirement date and having "salary savings" to re-allocate for other purposes.
For full plan details and eligibility, please refer to the IU Phased Retirement Plan
